Estate planning can be complicated. Your decisions determine if your beneficiaries will benefit as you intended and if your legacy will continue. Therefore, it’s not an ideal do-it-yourself project. You should have a team of professionals to help you, including:...
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Estate Planning
3 signs you should get your elderly parents a guardianship
Elderly care and guardianship are crucial topics that require keen attention and careful consideration. As your loved ones age, it's important to watch for signs that they may need additional support or guardianship. This can help ensure their safety, well-being and...
When should you make a will?
Making a will is an important part of planning for the future. This estate planning document lets you express your wishes regarding your assets and ensure they get followed after you die. Although most people need a will, it can be difficult to tell exactly when you...
What is a power of attorney?
Power of attorney (POA) designations are critical when creating an estate plan. These legal documents allow you to appoint someone to act on your behalf if you become incapacitated. Neglecting to make these arrangements can lead to complicated scenarios for you and...
Your child needs this estate planning document when they turn 18
If you have a child who’s started college this year or is taking a gap year to work or travel, it’s time to make sure they get at least one estate planning document in order. We’re not talking about a will --although it never hurts to have one. The document they need...
How to spot fraudulent annuities and living trusts
As elders become more interested in estate planning solutions for their assets, they become more vulnerable targets for annuity and living trust scams. An annuity is an agreement between a consumer and an insurance provider that involves multiple payments as...
How to protect your children’s inheritance when you remarry
Second marriages are not at all uncommon these days. In fact, roughly 21% of the couples who made it to the altar in 2022 were on their second marriage. There’s nothing wrong with finding love again, whatever your age, but those with children from their prior...
4 kinds of trusts to consider
Wills are vulnerable to estate taxes, complicated probate processes and disputes. To avoid this many people creating their estate plans will make trusts. A trust puts assets in the protection of a trustee. When the time comes, the trustee is responsible for...
How does probate work?
The probate process begins with establishing an estate representative, who should act in good faith on behalf of the estate. Consider appointing an estate representative early in your estate plan. It should be someone you know who has the capacity and due prudence to...
Signs an estate administrator might be stealing
Estate administration refers to managing and distributing a deceased individual's assets, debts and financial affairs. When someone passes away, their estate is handled by an estate administrator or executor responsible for carrying out the deceased's wishes as...